Financial advisors for equity compensation in New York City, New York

Which financial advisor should I talk to about equity compensation in New York City?

For equity compensation in New York City, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include J. Scott Kittrell of Modera Wealth Management, LLC, Jose Vivero of United Financial Planning Group, LLC and Joe Forish of Fortrove Partners.

How many fee-only financial advisors in New York City work on equity compensation?

The Wellspent public graph lists 39 fee-only advisors for equity compensation in New York City, at 19 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for equity compensation in New York City charge?

The most common fee among fee-only advisors for equity compensation in New York City is a percentage of assets, used by 79% of the 39 with fees on file. Many use more than one: 54% charge an ongoing planning fee and 36% charge a flat fee or retainer.

How much do fee-only financial advisors charge in New York City?

Fee-only financial advisors in New York City charge a median of $4,800 a year for ongoing planning. We found this across the published prices of 12 New York City firms.

How much does a one-time financial plan cost in New York City?

A one-time financial plan from a fee-only firm in New York City has a median price of $3,600. We found this across the published prices of 9 New York City firms.

See every fee-only advisor fee in New York

What credentials should a financial advisor for equity compensation have?

For equity compensation, look for the EA, CPA and CFP. In New York City, 36% of the 39 advisors listed hold the CFP.

Does New York tax income on top of federal tax?

Yes. New York has a state income tax, so a financial plan for a New York resident should project it alongside federal tax.

Is there a local income tax in New York?

Yes. In New York, New York City and Yonkers add their own income tax.

What happens to stock pay if you move to or from New York?

States often tax stock pay based on where you worked between grant and vesting, so a move to or from New York can split that income across states. Tell any advisor about moves during a vesting period.

What should I ask a financial advisor about equity compensation in New York City?

1. How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)?
2. How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate?
3. If I hold ISOs, how do you model AMT before I exercise?
4. What's your plan for reducing my company stock, and how would you time the sales?
5. How do you account for local income tax where I live and work?
6. If I move before my grants vest, which states can tax them?

How current is this list of fee-only advisors for equity compensation in New York City?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.